Westrock Coffee
WEST
90 hedge funds and large institutions have $369M invested in Westrock Coffee in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 14 closing their positions.
1% more funds holding
Funds holding: 89 → 90 (+1)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
2% more capital invested
Capital invested by funds: $363M → $369M (+$6.46M)
0.24% more ownership
Funds ownership: 40.38% → 40.62% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
19% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 27
19% less call options, than puts
Call options by funds: $7.07M | Put options by funds: $8.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.82M |
| 2 |
DMKJ
David M. Knott Jr
|
+$4.78M |
| 3 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
+$604K |
| 4 |
State Street
Boston,
Massachusetts
|
+$299K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.75M |
| 3 |
Morgan Stanley
New York
|
-$1.02M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$980K |
| 5 |
BlackRock
New York
|
-$639K |
WEST Hedge Fund Activity: Q1 2024 in Review
90 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Westrock Coffee (WEST) for Q1 2024, worth a combined $369M — up 1.8% from $363M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WEST positions and 14 closed out — a net gain of 1 holder — while 22 added to existing stakes and 27 trimmed.
The largest buyer was Vanguard Group, adding an estimated $4.82M. The largest seller was Goldman Sachs, cutting an estimated $2.8M.
- 90 institutional investors held Westrock Coffee (WEST) as of Q1 2024, up from 89 in Q4 2023.
- Funds reported $369M of Westrock Coffee stock for Q1 2024, up 1.8% quarter-over-quarter.
- 15 funds opened new Westrock Coffee positions in Q1 2024 and 14 closed out, a net change of +1 holder.
- The largest Westrock Coffee buyer in Q1 2024 was Vanguard Group, an estimated $4.82M added.
- The largest Westrock Coffee seller in Q1 2024 was Goldman Sachs, an estimated $2.8M sold.
Based on aggregated 13F filings for Q1 2024.